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Archives: Team Members

Audra Garrett
Audra Garrett
30 Aug 2021
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Audra serves as the Event Coordinator for BentOak Capital where she plans and organizes frequent client events. Audra has always enjoyed planning fun and unique parties for her family, so she has taken her passion […]
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Laura McCrory
Laura McCrory
30 Jul 2021
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Laura is an internal bookkeeper and receptionist for BentOak Capital. Laura began working for BentOak in 2016 as their bookkeeper one day a week and now works four days a week between the two roles. […]
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Halie Caudle
Halie Caudle
19 Jun 2021
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Halie joined the BentOak Capital team in June of 2021 and brings a decade of client service experience. She has a background in a little bit of everything. When in high school she worked for […]
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Marley Wood
Marley Wood
30 May 2021
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Marley recently joined our team in the summer of 2020.  She is a graduate of Texas A&M University where she received a Bachelor of Science degree in Agricultural Economics with a concentration in Finance & […]
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A.J. Bunn
A.J. Bunn
30 Apr 2021
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AJ joined the BentOak Capital team in January 2020 as an intern and then became a full-time employee in January 2021 in the Lubbock office after graduating from Texas Tech. He has dual degrees in […]
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Madison Wallace
Madison Wallace
30 Apr 2021
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Madison is an Associate Wealth Advisor at BentOak Capital and works primarily in the Fort Worth office. Madison prepares financial plans, meets regularly with clients, and helps with meeting prep and follow-up.  She serves as […]
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Hayden Hill
Hayden Hill
30 Apr 2021
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Hayden is an Associate Wealth Advisor at BentOak Capital working primarily in our Weatherford office. Hayden enjoys meeting with clients to help them pursue their goals and contributes to the firm’s overall financial planning and […]
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Chris Sargent
Chris Sargent
30 Apr 2021
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Chris is a Financial Planner and Wealth Advisor at BentOak Capital where he works with clients to help them pursue their goals and contributes to the firm’s overall financial planning and investment management process. Chris […]
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Keith Trent
Keith Trent
30 Apr 2021
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Keith is a Wealth Advisor with Legacy Financial Management, a branch office of BentOak Capital in Lubbock, TX.  Keith manages the Lubbock branch office providing investment advisory and financial planning services to clients. Keith is […]
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Stefan W. Simpson
Stefan W. Simpson
30 Apr 2021
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As Chief Compliance Officer and Director of Business Operations of BentOak Capital, Stefan heads up the team’s compliance program, manages day-to-day business processes, and contributes to the strategic direction of the firm. Stefan believes a […]
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